There are 107 item(s) tagged with the keyword "Fixed Income".
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With markets now pricing further interest rate hikes, the outlook for money market solutions is becoming more favourable. As higher yields make cash increasingly attractive, portfolio manager Tim Foster highlights why changing rate expectations are also reinforcing the importance of active maturity management, reinvestment flexibility and credit discipline.
Fidelity’s Global Macro and Strategic Asset Allocation team explain why higher bond yields alone do not necessarily improve the appeal of government bonds. They outline what factors might support the case for extending duration in broader portfolios against an evolving investment backdrop.
A tactical approach to portfolio positioning can allow investors to take advantage of any seasonal weakness in high yield.
It has been an uncomfortable period for bond investors. Headlines continue to focus on persistent inflation, rising debt levels and the risk that interest rates remain higher for longer than previously expected. As government bond yields have moved sharply higher, many investors have questioned whether duration remains an attractive investment.
Passive bond funds are booming. But are they tracking what you think?
Credit is a cornerstone asset class for many investors. Credit investing is sometimes portrayed as a homogenous activity, but we disagree: the nature of credit markets makes a homogenous approach less appropriate, not more.
Rising energy prices and renewed inflation risks have prompted markets to price in further rate hikes across several developed economies. Mike Riddell, Lead Portfolio Manager of the Fidelity Strategic Bond Fund, explains why, while markets may be pricing too much tightening, growing pressure at the long end of bond markets calls for a more selective approach.
Looking for income? Explore credit’s underappreciated middle ground with us.
The bond sell-off is changing character
The rise in global bond yields is broadening from a repricing of central bank policy into a wider reassessment of inflation, fiscal risk and the supply of duration. While the near-term backdrop remains challenging, higher yields are improving prospective fixed income returns, reinforcing opportunities in quality credit and fixed maturity strategies.
Displaying: 1 - 10 of 107